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Strategies & Market Trends : Dave Gore's Trades That Make Sense -- Ignore unavailable to you. Want to Upgrade?

To: Bruce A. Brotnov who wrote (10071)	7/26/2002 10:10:10 AM
From: Dave Gore	Read Replies (3) \| Respond to of 16631

ATYT WATCH ------- "ATI Tech gets pos comments, Nvidia estimates cut at Pru (ATYT)" Folks, one to watch. May not be a scorcher short term but at some point, ATYT is worthwhile. Don't mistake how huge the graphics market is. Consensus growth = 29%; Forward EPS consensus = .46 kevxml2a.infospace.com From Briefing.com "Prudential says that ATYT's Radeon 9700 announcement is a coup on a number of fronts, including superior performance and more importantly production timing, as the Radeon 9700 will ship in mid-August-- months ahead of NVDA's competing product; says Radeon 9700 marks ATYT's comeback and established co as a long-term contender to 3D graphics leadership. In addition, firm cuts Hold-rated NVDA's FY03 est to $1.50 from $1.75 and FY04 to $1.40 from $1.90 in order to reflect a worst-case scenario." News Headlines Thu 6:39am ATYT ATI Gets Radeon 7000,7500 Pacts For New Desktop PCs - Dow Jones Business News Thu 6:00am ATYT RADEON 7000 and RADEON 7500 Chosen by Apple, Hewlett-Packard, Fujitsu, IBM, and Dell for New PCs - Business Wire Tue Jul 23 ATYT ATI's New FIRE GL X1 Primed To Power DCC and CAD Workstations Into New Era of Content Creation - Business Wire Tue Jul 23 ATYT ATI and Massive Render The Lord of the Rings: The Fellowship of the Ring in Real Time in Linux - Business Wire Tue Jul 23 ATYT ATI Teams With Right Hemisphere To Provide Long-Awaited Free 3D Production Management Tools - Business Wire Mon Jul 22 ATYT ATI Unveils New Graphic Processor Line - NewsFactor Mon Jul 22 ATYT ATI's RADEON 9000 and RADEON 9000 PRO Mainstream Product Now Shipping - Business Wire Mon Jul 22 ATYT ATI's Revolutionary RADEON 9700 Fully Validated With Upcoming AMD Platform - Business Wire Thu Jul 18 ATYT RESEARCH ALERT-Prudential cuts Nvidia ests, praises ATI - Reuters Company News Thu Jul 18 ATYT Stock Rating Reiterations: ATYT AMD PLNR INFS ATMI - Dow Jones Business News